$USD/JPY (USDJPY.FX)$ Oh dear, it has fallen below 148 yen. I wonder how far the yen will strengthen.

$Tesla (TSLA.US)$ After the presidential election, there was a surge, but it was thought that the relationship between Elon Mask and Trump would break down in about six months. Did not expect it to crash like this. First, it is believed to return to around 200 dollars. After that, expectations for EV will decline, and due to growing resentment toward Elon, it is believed to drop to around 100 dollars.

$Tesla (TSLA.US)$ Before the presidential election, Tesla stocks were around 200 dollars. After Trump was elected, the stocks soared due to Elon Gold's significant donations and his appearance in front of Trump. However, both Trump and Mask are selfish individuals. There were doubts about whether their relationship would last even six months. It is natural for Tesla stocks to continue declining now. The expectation is that they will first drop to 200 dollars.

$Tesla (TSLA.US)$ Is Tesla already falling? Can't get along with Trump? Did Trump say he doesn't need money for the time being?

$Tesla (TSLA.US)$ The gains made when Trump becomes the next president will eventually revert. In general, how long will Trump and Elon be able to get along?

$NVIDIA (NVDA.US)$ The market is falling again. I think the semiconductor bubble burst around the big crash in August. There is nothing we can do about Japanese semiconductor-related stocks, and besides Nvidia, nothing is good in America either. I think Nvidia has done well up to today. Of course, semiconductors are an expanding industry, but I don't think the stock prices will rise.

$Tesla (TSLA.US)$ Tesla seems to be down 4% after hours. Is this the limit of Elon power? I felt like it wasn't Tesla going up, but rather Elon's stock being bought.

$Nikkei 225 (.N225.JP)$ I thought it would skyrocket with Trump's confirmation, but it went down. In July and August, it swelled up and burst, the semiconductor bubble, and I expect it not to easily return to normal. That means it won't reach 40,000 yen. I expect to buy and sell around 39,000 yen. Until the end of the year.

$Lasertec (6920.JP)$ It may be considered pessimistic towards semiconductors, but I think expectations are too high in both Japan and the United States. Even if the earnings are good, they are not sold as much as expected. The same goes for Nvidia. Expectations are too high, and it is very unsettling when they will collapse.